Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Knutson is a registered investment advisor representative in Wisconsin. Erik is currently employed by J.P. Morgan Securities LLC. Erik has been in the financial services industry for over 2 years, working as an investment advisor representative since 2022. Before joining J.P. Morgan Securities LLC, Erik worked at LPL Financial LLC, a financial services firm based in Germantown, Wisconsin. Erik has a Series 66, a Series 7, and a SIE license. Erik has experience providing financial planning services, portfolio management services for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
07/26/2024 - Present
J.p. Morgan Securities LLC (MEQUON WI)
WI
06/06/2022 - 07/29/2024
LPL FINANCIAL LLC (GERMANTOWN WI)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erik Knutson is the right advisor for you? Invested Better is here to help.
